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Garland AND Greenwood Wealth Advisors LLC

Headquartered in LITTLE ROCK, AR

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Firm Information

Garland AND Greenwood Wealth Advisors LLC is an independent Registered Investment Advisor (RIA) located in Colorado. With a team of experienced professionals, the firm offers comprehensive financial planning, investment management, and other advisory services to individuals, high net worth individuals, and families. They serve a total of 477 clients and manage over $53 million in regulatory assets under management. The firm also provides educational seminars to help clients make informed financial decisions.

Garland AND Greenwood Wealth Advisors LLC

$53.37M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

GARLAND AND GREENWOOD WEALTH ADVISORS LLC has a total of 3 branch locations across the country.

Advisors at Garland AND Greenwood Wealth Advisors LLC

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Disclosures

There are no public disclosures for Garland AND Greenwood Wealth Advisors LLC.

Frequently Asked Questions (7)

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